See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,211 | $177,572-93.7% | $154,803-92.8% | $142,382-92.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.70% | 65.07%-57.4pp | 58.88%-51.2pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,634 | $4,810-66.0% | $4,305-62.0% | $4,299-62.0% |
| Participant deferral / active EE | $753 | $6,272-88.0% | $5,540-86.4% | $6,507-88.4% |
| Admin fee / account holder | $6,836 | $16,786-59.3% | $14,329-52.3% | $12,624-45.9% |